XMAS SPECIAL PT.2

This podcast episode features a panel discussion where host Kev interviews several guests, including Chase Taylor, Rupert Mitchell, Marvin Barth, Le Shrub, Vincent Daniel, and Paolo Macro, to discuss their surprises from 2025 market behavior and their predictions for 2026. The guests share insights on topics ranging from the outperformance of African equities and the potential of solar energy to concerns about the AI trade, the Fed's policies, and the risks associated with zero-day options. The conversation also touches on the resilience of the economy, potential market corrections, and specific investment opportunities in cyclical names and emerging markets, ending with personal reflections and holiday wishes.